Connect Moco and Investr
Integrate Moco with Investr to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Available events for Moco and Investr
Supported Triggers & Actions
Everything you can automate between Moco and Investr.
When this happensTriggers
A trigger is an event that starts a workflow.
New Project
Triggers when a new project is created
New User
Triggers when a new user is created
New Comment
Triggers when a new comment is created
New Company
Triggers when a new company is created
New Contact Person
Triggers when a new contact person is created.
New Lead
Triggers when a new lead was created.
Do thisActions
Action is the task that follows automatically within your Moco integrations.
Create Project
Creates a new project.
Create Comment
Creates a new comment.
Create Company
Creates a new company (customer only).
Create Contact
Creates a new contact.
Create Expense
Creates a new Project Expense.
Create Incoming Payment
Creates a new incoming payment.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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About Moco
MOCO (MObile COmpany) is a lean cloud software made for small medium-sized agency and service businesses. Including time tracking, billing, resource planning, sales-funnel and CRM.
Learn more
About Investr
Investr is a financial management and investment tracking app that helps users monitor portfolios, analyze market trends, and make informed investment decisions. It provides real-time data, insights, and tools to simplify wealth management.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Moco and Investr accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Moco and Investr as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Investr. No coding required.
Yes. You can set up a workflow where Moco triggers actions in Investr, and a separate workflow where Investr triggers actions in Moco. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Moco and Investr. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Moco and Investr integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
